401(k) · DOL Form 5500 · 2023

Bernard P. Donegan, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
27
Participants Small participant base
39th
Percentile by assets National rank
$139,767
Avg per participant Near avg balance/head
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Official DOL plan name: Bernard P. Donegan, Inc. Employees' 401(k) Profit Sharing Plan · Sponsored by Bernard P. Donegan, Inc. · New York · Finance & Insurance

$4M in assets, 27 participants

Bernard P. Donegan, Inc.'s Bernard P. Donegan, Inc. Employees' 401(k) Profit Sharing Plan reported $4M in total assets and 27 participants in its 2023 DOL Form 5500 filing, ranking in the 39th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,445 in Finance & Insurance (8,869 peers)

Bernard P. Donegan, Inc. multi-year trail

Bernard P. Donegan, Inc.'s plans moved -30.2% in assets from 2022 to 2024; this filing shows Bernard P. Donegan, Inc. Employees' 401(k) Profit Sharing Plan at $4M / 27 participants.

#2,445
in Finance & Insurance (8,869 peers)
-43.1%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bernard P. Donegan, Inc. Employees' 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Bernard P. Donegan, Inc. Employees' 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,773,707 39th percentile higher than 39% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Bernard P. Donegan, Inc. Employees' 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bernard P. Donegan, Inc. Employees' 401(k) Profit Sharing Plan is a small filing (27 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bernard P. Donegan, Inc. Employees' 401(k) Profit Sharing Plan reported net income fell from -$1M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • Bernard P. Donegan, Inc. Employees' 401(k) Profit Sharing Plan end-of-year assets fell from $7M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Bernard P. Donegan, Inc. Employees' 401(k) Profit Sharing Plan reported participants rose from 23 in the plan year 2022 filing to 27 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 161013769 · Bernard P. Donegan, Inc. PY 2023 · 401(k)

Bernard P. Donegan, Inc. Employees' 401(k) Profit Sharing Plan · $4M · 27 · 39th

  • TYPE $4M
  • NET 27
  • BOOK 39th
  • VS-ST 401(k)
  • BOY near Tend Dental, Inc. 401(k) Plan
  • SCH ind #2445

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in New York →

Bernard P. Donegan, Inc. Employees' 401(k) Profit Sharing Plan in the asset neighbourhood

Bernard P. Donegan, Inc. Employees' 401(k) Profit Sharing PlanBernard P. Donegan, Inc. Emp…$4MTend Dental, Inc. 401(k) Plan$4MQ-Matic Corporation 401(k) Profit Sharing PlanQ-Matic Corporation 401(k) P…$4MHealthequity Retirement Services Plan-Motivhealth Insurance CompanyHealthequity Retirement Serv…$4MCollis Group, Inc. Retirement PlanCollis Group, Inc. Retiremen…$4M
End-of-year total assets ($M) among Bernard P. Donegan, Inc. Employees' 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bernard P. Donegan, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bernard P. Donegan, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 30.151315358789475% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $6.63M $4.63M ▼ -30.2%
Year Plans Participants Total Assets
2022 1 23 $7M
2023 1 27 $4M
2024 1 23 $5M

Bernard P. Donegan, Inc. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$4M
Net Income-$3M
Employer EIN161013769
Plan Effective Date1976-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Bernard P. Donegan, Inc. Employees' 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Bernard P. Donegan, Inc. Employees' 401(k) Profit Sharing Plan, Total assets ($B): 0.003773707 · Participants: 27Bernard P. Donegan, Inc. Employees' 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Bernard P. Donegan, Inc. Employees' 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Bernard P. Donegan, Inc. Employees' 401(k) Profit Sharing Plan side-by-side with 3 peers →

Bernard P. Donegan, Inc. Employees' 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Tend Dental, Inc. 401(k) Plan in TN ($4M); by covered participants it is Memo-Omega Manufacturing, Inc. 401(k) Plan in TX (27 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (27 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bernard P. Donegan, Inc. Employees' 401(k) Profit Sharing Plan assets move in 2023? ▼
Bernard P. Donegan, Inc. Employees' 401(k) Profit Sharing Plan contracted severely - down 43.1% during 2023, from $7M to $4M. Reported net income was -$3M.
How have Bernard P. Donegan, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bernard P. Donegan, Inc.'s sponsor-wide assets declined 30.2%, from $7M to $5M.
Which 401(k) plans are similar in size to Bernard P. Donegan, Inc. Employees' 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tend Dental, Inc. 401(k) Plan in TN ($4M, 224 participants).
Which 401(k) plans cover a similar participant headcount to Bernard P. Donegan, Inc. Employees' 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Memo-Omega Manufacturing, Inc. 401(k) Plan in TX (27 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 161013769.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.